The people, the markets and investors will need some time to sort through the devastation of Sandy and how it affects the economy and the coming election. While there will be productivity losses there will also be vast infrastructure investments. For…Continue Reading →
The long dollar / short T-Bond trade still looks like the long term trade we outlined some time ago. Short gold still looks good as the long dollar situation will maintain pressure on gold. The short S&P trade is the…Continue Reading →
I don’t know about you, but I know for myself I can see a wide possibility range in terms of the coming election results….all the way between Republicans sweeping everything, the Presidency, the Senate, and the House, to on the…Continue Reading →
The early markets have everyone’s attention this morning, lots of excitement on CNBC. For us it will probably be a day to watch, maybe reread what we said in the Inflation/Deflation 9/30/12 post on the Main Site. The risk for…Continue Reading →
The 50 day moving average is considered by many to be the leading indicator of direction and as such is often involved in trend change. Today the 50 day on the S&P is 1433 and the market is trading at…Continue Reading →
The VIX measurement of volatility keeps making new lows, a pattern that has continued since March 2009 (new lows indicate less and less fear on the part of market participants). The reason is obvious, Bernanke has clearly convinced the markets…Continue Reading →
Back on September 13th we said: “The problem is however, that long-term interest rate markets are now edging into a command position to take over leadership with higher interest rates, regardless of what Ben does at this point. If you are…Continue Reading →
With all the info inbedded in the Schilling and Mauldin reports as well as our Inflation/Deflation report on our main site here, it may be well to reread and simplify these Macro concepts into some outline format. I may do…Continue Reading →
John Mauldin, who we comment on frequently, has put out two excellent pieces in the past two days, one written by A. Gary Schilling and one by himself. Yesterday we mentioned the Schilling article. Links for both articles are given…Continue Reading →
After last week’s down market we are seeing a market without much direction today. A close under the 1419 level in the S&P this week would be a strong indication of trouble ahead. Over the weekend John Mauldin’s outside the box…Continue Reading →